About Zoho Books

Zoho Books is a cloud-based accounting solution suitable for small to midsized organizations. It features contact management, invoices, expenses, sales and purchase orders, project time tracking and inventory management.

Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. Organizations can automate recurring activities such as billing, payment reminders, auto charge and payment thank you note.

Zoho Books allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses. Organizations can also connect bank and credit card accounts and match automated feeds with transactions.


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25 Reviews of Zoho Books

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October 2019

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Deepak from Affable Web Solutions Company

Verified Reviewer

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Great Collaboration

Great experience although after 2 years we are still learning, it is good for indian accounting system

Pros

The statement download from bank and reconciliation option is great GST filing options are great Dashboard is very well designed Android application is very useful

Cons

I would have prefered if it has quotation sending options also Process sometimes seems too long for creating manual vouchers

Reasons for Switching to Zoho Books

Online Cloud base GST enabled software, and ready for integrations

November 2020

Bob from Ocean Beaches Glassblowing

Company Size: 2-10 employees

Industry: Retail

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2020

great option for accounting software

There's been a little bit of a learning curve - there are a few things that are just done a little differently than in other software. However, I've been able to accomplish everything I had in previous software. The most significant aspect to me, though, has been that Zoho offers a lot of accompanying software - i.e., not software that's needed to make Books work, but software with complementary uses - without seeming like they're trying to squeeze every last dollar out of me. Quite unlike Intuit.

Pros

It does everything that I need it to do, and for far less than it's competition.

Cons

There are a couple things that could be streamlined, although they don't lessen to actual functioning of the software.

Reasons for Choosing Zoho Books

Functionality and cost. I used Quickbooks-Desktop for years, but the online software that's been developed more recently has too many advantages to keep using it. I also used Xero for a few years, and liked a lot of features - but it seemed geared for a different kind of business and lacked a few things I needed. Then I tried Quickbooks Online - it was barely within my budget, but I liked the features - but then they increased the price (significantly) after only one year of using it. But Zoho has really fit the bill - all the functionality I need, and at a price that's just a fraction of QBO's.

Reasons for Switching to Zoho Books

Intuit just keeps increasing the price on pretty much everything, justifying it by claiming to add features - though the added features never had any use to me. Plus, I needed to lease a number of add-ons to be able to have QBO work the way I'd expect it to.

December 2018

Cassi from WellSource Nutraceuticals

Company Size: 2-10 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

2.0

Functionality

2.0

December 2018

It's easy to use but that's as far as it goes

The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again. If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Pros

It's easy to use if you're doing simple bookkeeping

Cons

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution. If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks. I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

December 2020

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

"Zoho Books"; Accounting made easy.

I have been in the field of finance and accounting for quite a couple of time now and have tested many accounting softwares. I finally landed on Zoho Books and my experience with this software is amazingly outstanding in its results and ease of use.

Pros

It's very effective and efficient in its operations. Zoho Books perform splendid task as expected. The BRS statement is also an amazing feature I enjoy mostly on this software as it prints clearly all required details as expected.

Cons

For the fact that the little shortcomings are prevalent regarding the usage of this software, its benefits cannot be outweighed. The only problem i think is with this software is for the fact that you must be familiar with the accounting terms as a new user to be able to effectively use the function to the fullest benefits. A learning or help pop ups when added to the features will be of help especially to new users

Reasons for Switching to Zoho Books

Zoho Books is best at invoicing and tracking client expenses. It also has a user friendly interface which make work easy to navigate through.

October 2020

Eric from Young Law Office

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

October 2020

Great Product For Those Who Know Accounting

My overall experience with Zoho Book was positive. I switched from Zoho Books to Bill4Time because I wanted a program that would keep track of time and expenses for hourly clients, track contingency fee clients, provide trust accounting, and generate invoices. Zoho Books would be able to do all of those tasks with the exception of contingency fee tracking. There was no easy way in Zoho to keep track of projects that were not hourly, flat, or on a set budget. That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Pros

I liked best the many features that Zoho Books provides. In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good. The product is stable, and the company offers solid tech support.

Cons

I purchased Zoho Books to use in my small business after using Zoho Invoice. I wanted a product that would do more than just invoice clients, such as track projects and accounting. However, I am not an accountant. The thing I liked least about Zoho Books is that, if you are not familiar with accounting, the product may seem unnecessarily complicated. There is definitely a learning curve with this product that I have not experienced with other Zoho products.

Reasons for Choosing Zoho Books

I was already familiar with Zoho through the use of Zoho Writer and Zoho Invoice. It was easier to simply switch to Zoho Books, which had a familiar and pleasing user interface. Also, Zoho Books was a better buy for the money.

Reasons for Switching to Zoho Books

Zoho Invoice was excellent at invoicing and tracking client expenses. However, I wanted a product that did more than those two things.

September 2020

Jose R. from ElAtomo

Company Size: 2-10 employees

Industry: Computer Networking

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

The best invoicing / accounting tool for freelancers, period.

Zoho Books is just a fantastic tool. Coming from Freshbooks and paying a hefty fee for it I was not only limited in terms of features (and paypal support) but also somewhat bored with their lackluster interface. Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.

Pros

This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.

Cons

There are many features I didn't test because they are out of realm for my specific needs. I am sure for others they might be important but if these were "enabled as needed" rather than always there cluttering the interface that would be better.

Reasons for Choosing Zoho Books

Price and features are at the top of the list here. There is absolutely no comparison with Freshbooks. Freshbooks charges more for less features.

Reasons for Switching to Zoho Books

Freshbooks was costing me three times the cost of Zoho Books (at my level) and it didn't offer Paypal on its new version. I needed paypal for my freelance business so I had to move away. The price on Zoho made the process a lot easier.

May 2020

Babu from Giftorz

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

May 2020

Zoho Books reconciles bank statement automatically and GST filing is way better than anything else.

Overall, it's a boon, If you are in India then this is the takeaway software as it helps ease in filing GST reports.

Pros

This software when I started using I thought I made a wrong choice but as in when I started managing my accounts & Books for my business, It became my friend, an accountant indeed it did everything that an accountant would do with very little accounting knowledge. The best part is if you are a startup company and you do not have strict compliances then this is for you, you don't have to hire an accountant and DIY. :)

Cons

Support is the only part which sometimes made me upset as the Employees were not uniformly assisting as if they were not trained on customer service. The worse thing is they just have support for technical help and no bookkeeping support.

Reasons for Choosing Zoho Books

Features & pricing were the two elements that made me choose ZohoBooks.

July 2020

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Unenabasi Godwin from Infosuite Technologies

Verified Reviewer

Company Size: 2-10 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

Incredible Accounting Software for Freelancers and Startups

Zoho helps my business keep accurate accounting records, bill customer and drive down receivables.

Pros

Zoho captures every aspect of my company's finances. The tool makes it easy for you to create estimates, and invoices, capture bills and expenses as well as monitor business health. The muti-user feature lets business track expenses and movement of funds between departments and business teams. Another incredible feature that makes Zoho stand out is their customer support. They have an amazing support team that responds quickly. Plus, they help you valuable suggestions to help you navigate difficult accounting operations.

Cons

Zoho does not have an offline capability. The software is cloud-based so you must have an internet connection to access the software.

Reasons for Choosing Zoho Books

Zoho is easy to use and their support team responds on time.

February 2021

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Michael from MKM Thunderbird Trading CC

Verified Reviewer

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

February 2021

Zoho Books

Zoho is very user friendly and once you have used any other accounting software it's easy to get up and running with Zoho Books.

Pros

Ease of use, it has all the features I was looking for in an accounting application. The security is another factor I like Zoho Books.

Cons

I wish there could be a way to get transactions directly firm wave accounting app.

Reasons for Switching to Zoho Books

Wave is being discontinued for user outside the USA..

July 2020

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Emin from China Outbound Tourism Research Institute

Verified Reviewer

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

July 2020

Efficient and reliable for finance and customer relations activities

Simple, handy software with nice visual graphics: data is accessible and easy to share with other users and specialists. Zoho books will make payment and invoicing procedures smooth between sellers and buyers. However, there are small issues are waiting for their solutions which I believe that it will be soon.

Pros

1) Integration with different software programs was very easy. Especially during our customer relations workflow, there was no problem to integrate into Zoho CRM. 2) The software is easy to use, especially pricing and stock lists are very well-designed and time-saving 3) Financial reporting and bank reconciliation features let you share data with accounters which helps you to improve the quality of work procedures

Cons

1) There are limitations and restrictions in some features. For example, invoices, orders, payments. It makes editing transactions very complicated. 2) Overall, customer service is not helpful in Zoho Softwares. As a result, we had some issues getting support from customer service for Zoho books, especially, questions concerned with payments. 3) In comparison with other software programs, printing checks cost a lot in Zoho Books. There is also a limited opportunity for vendors.

March 2019

Rabeesh from Integrated Production

Company Size: 11-50 employees

Industry: Arts and Crafts

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2019

Easy software to use

I have a wounder full experience i zoho books . ts very easy to handle and more user friendly accounting software. Its easy to export the data excel sheet and pdf format. The facility of dashboard module is extremely different from other software. There is 24 hours customer support. There is tension free for security in data backup.

Pros

1. This software is very easy to handling my daily accounts job. We are doing an advertising agency and our main task is to handle the data in different project wise. Zoho books supports to handle a multiple projects at a time and easy to calculate cost of sale of each project. Its very helpful to present the overall view of each project to top level management and our clients. The Time tracking module in Zoho books shows each project profitability. Its very easy to take statement of account of each client on the basis of user demand. 2. In Zoho books, dashboard gives a wounder full experience for both Accountant and Management.It shows a bird eye view of finanacial position at a particular time period 3. Comparing from other software Zoho books give an accurate details of customer an vendors 4. Its very easy to create chart of accounts. and we get full details of account transactions of each account through (show transaction) option 5. The report module give to user a very wide details

Cons

1. Zoho books provide a least support to function key and short cut key. its time lapsing for user while using mouse 2. Its difficult to handle staff advance payment and there reimbursement

March 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Functionality

3.0

March 2019

Satisfactory Financial System

Pros

I like that the system is so easy to prepare for use. It allows a lot of upload options - expenses, time sheet, sales, etc. You don't need training to understand how to use it if you have used another financial system in the past. Everything is easy to grasp and master - I have one bookkeeper who had ZERO training, but got everything right quickly. I also like the app that comes with it. It's not heavy on data or the phone memory. It comes with fancy picture taking tools that will allow you to keep a soft copy of your documents. The search function is also easy and quick. If you are not a highly complex company, this is a good starting database. Even up to medium complexity, I think it'll still work.

Cons

When I got Zoho Books for the company that I am working for at the moment, it didn't have the ability to report by project. I needed to create reporting tags and project at the same time, which is a real bummer. Recently, they made an upgrade that you are already able to do so on a project level. Reports are not customizable, and it's not really that easy to use. I needed to download reports from one place to another to come up with an accurate report. Sometimes, reports contradict one another. Been wrestling with the reporting part for a few months now.

March 2019

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Michael from buyOTTads.com

Verified Reviewer

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

ZOHO Books integrates with ZOHO CRM

The experience has been great. Customer service is there to answer any questions.

Pros

I am a long time ZOHO user and I like the fact that all their products are integrated. You don't have to license everything you need at once. You can build it over time. I also like that you can add on other software through third parties to ZOHO Books.

Cons

using a plug in Forte you can process payments to vendors and refunds to customers. I wish that ZOHO Books would also enable paying of payroll tax - like QuickBooks. Perhaps this is something they are working on.

March 2019

Robert from Supra Creative Media Ltd

Company Size: 11-50 employees

Industry: Publishing

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

2.0

Customer support

5.0

Functionality

5.0

March 2019

Great tool which I've found to be Superior to the competitors

Pros

Good integration for payment providers. Automated follow ups. Bank feeds

Cons

Delay on bank feed sync. It takes 5 days for my bank to sync with Zoho. No crypto payment support

March 2019

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Eymard from Eureka Technology Partners

Verified Reviewer

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

Good cloud based accounting software

Pros

Zoho Books is a very good cloud-based accounting software which takes you to the next level from traditional accounting methods. Integration is effective

Cons

There are no negative feedback on the product for the moment.

February 2019

Danielle from Belize Sustainable Agriculture Ltd

Company Size: 2-10 employees

Industry: Farming

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

February 2019

Really good alternative to QB

Pros

It's very easy to use. Customer support is highly responsive. There are a lot of add-ons that are very useful. Also project management on this is great.

Cons

Not much support for multi-entity companies.

March 2019

Anonymous

Verified Reviewer

Company Size: 1 employee

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

2.0

March 2019

It is okay.

Keeping track of my expenses, cash flow, etc.

Pros

This is quality software for a reasonable price.

Cons

The problem with this software is that the automation is not amazing. Compared to other accounting software, it is a nuisance to get everything set up the way you need it and to handle the ongoing transaction.

December 2018

Chandrakanthi from Apparel

Company Size: 10,000+ employees

Industry: Computer Networking

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

December 2018

Excellent software for accounting and management.

Accounting and assets are well managed. Admin panel gives very good flexibility. Taking logs of audit became easier.

Pros

1. Very flexible UI and Clean Interfaces 2. Multiple currencies are automatically converted and rated. Very useful for MNC's like us. 3. Admin panel is very good Everything under one hood.

Cons

Everything worked well for me. I have a suggestion about Mobile app. It could be made more robust.

December 2017

Ardalan from Easybooks Iraq Co.

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

December 2017

It’s flexible and cheaper compares with other softwares

Pros

Portal for customers help customers to see their statement of accounts and invoices and payments. And you can use this software with IOS and Android.

Cons

Doesn’t relevant with enterprise business and it’s online software and web base and you can use apps on iOS and Android but does not the same as the web base doesn’t contain all features when you use on apps.

March 2019

Socrete from Program Development

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

March 2019

Very reliable and fast

Pros

For the cost, you can't go wrong. The software itself is incredibly quick and they allow for a lot of customization, which was important for us. Integrates with other Zoho products very easily.

Cons

While they seem quick to update the software, we're finding that it doesn't have some important features that our accountant would like.